TAG Wealth Team - TAG Wealth Solutions

Andrew Browne

Dip.FS (FB) Director andrew@tagwealthgroup.com.au 0413 787 441 My Bio My Contact Card Meet Andrew Browne, Finance Broker In Perth

Andrew joined the finance broking industry in 2003. Together with Tony and Glen he co-founded TAG Finance in 2006. Andrew enjoys listening to his clients’ needs so that he can work with them to provide the right finance solution for their specific circumstance.

Andrew says, “I also enjoy developing the TAG business offering so that we can essentially become the one stop shop for clients. Our goal is to provide consistent high-level service to our clients, ensuring that they have peace of mind that all their financial matters are well managed.”

Away from the office Andrew and Linda have seven children between them. This makes dinner time extremely entertaining and a highlight of each day. Andrew is heavily involved in the local Applecross Community. He has held various roles at the Applecross JFC including, president and coach.

Give Andrew a call today!

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Shannon Whittington

ADFS (FP) Principal AdvisorManaging Director shannon@tagwealthgroup.com.au 0423 529 992 My Bio My Contact Card Shannon Whittington, Financial Planner In Perth

Shannon knew from a young age that he wanted help others to achieve their financial goals and in 2001 began his career as a Financial Planner.

Gaining experience within a wide range of firms including time with a Big 4 Bank where he was responsible for a team that provided advice to large business banking clients and high net worth individuals in the CBD.

A passionate person Shannon believes strongly in listening to his client’s needs, wants and desires so that his advice is tailored to their specific objectives.

He says, “The greatest accolade for a financial advisor is watching a client’s long-term goals materialise into reality!”

Shannon can help you with:

Financial Planning
Superannuation
Insurance & Wealth Protection
Salary Sacrificing
Wills
Investment Planning & Advice

Debt Reduction
Tax Minimisation
Borrowing to invest
Asset Protection
Transition to Retirement
Pension Planning

A committed Martial artist in several disciplines, he represented Australia at the 2007 IFMA World Muay Thai Championships in Bangkok and was awarded Black Belt of the year 2006 & 2007.

A dedicated family man, Shannon is married to his beautiful wife Chelsea and they have two daughters.

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Mat Bateman

Advanced Dip.FS (FP) Senior Financial Planner mat@tagwealthgroup.com.au 0429 993 396 My Bio My Contact Card Meet Mat Bateman, Financial Planner In Perth

Mat is a Senior Financial Planner, backed by the team at TAG Wealth.

Mat has 20 years’ experience working in the Financial Planning industry. He works extensively through WA regional centres such as Albany, Bunbury and Geraldton.

Mat has a great ability to help clients understand the more sophisticated areas of the financial landscape. He will replace confusing financial jargon with everyday language that is easy to understand.

Mat can help you with:

Financial Planning
Superannuation
Insurance & Wealth Protection
Salary Sacrificing
Wills
Investment Planning & Advice

Debt Reduction
Tax Minimisation
Borrowing to invest
Asset Protection
Transition to Retirement
Pension Planning

Mat lives in Manning with his wife Linda and their two boys. Linda is a school teacher at Manning Primary School.

Mat has many strong community ties via his great passion for AFL football. He is a premiership coach at Manning JFC and is the current Director of Football at WAFL club Perth. Mat is also heavily involved with the Footy Champs program that provides a platform for disabled children to take part.

Contact Mat today for a holistic discussion about your financial and lifestyle goals.

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Brad Moulden

Advanced Dip.FS (FP) Senior Financial Advisor brad@tagwealthgroup.com.au 0466 424 382 My Bio My Contact Card Meet Brad, Financial Advisor in Perth

Brad is a Senior Financial Advisor here at TAG, and while he recently joined out team in 2023, Brad has over 30 years of experience in the financial services industry. He started his career advising Agribusinesses both on and offshore, before transitioning into personal financial advice 12 years ago. Since then, Brad has built and maintained strong client relationships spanning from Broome to Esperance.

Brad’s goal as a Financial Advisor is simple, to provide his clients with a pathway to build, protect and preserve their wealth.

Brad specialises in Aged Care, SMSF and Direct Equities, and can also help you with:

Financial Planning
Superannuation
Insurance & Wealth Protection
Salary Sacrificing
Wills
Investment Planning & Advice
Debt Reduction
Tax Minimisation
Borrowing to invest
Asset Protection
Transition to Retirement
Pension Planning

Outside of the office, Brad is a fanatical golfer, a member at Melville Glades Golf Club. If he is not on the golf course you might catch him enjoying a game of Aussie Rules or EPL Soccer, or getting out on the water with his wife Kath who is a keen sailor and always trying her best to get him involved in the sport!

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Emily Coniglio

Customer Service emily@tagwealthgroup.com.au (08) 9367 1227 My Bio My Contact Card Emily is the customer service guru of our TAG Wealth Team.

Emily is the customer service guru of our TAG Wealth Team. Hers is the first friendly face you will see upon visiting our office (but certainly not the last!) and her top priority is to make your experience with us a positive one right from the start!

Emily enjoys the versatility of assisting across all aspects of the business, from taking your call, investigating any query that comes up, making sure things are progressing for you in a timely manner, brewing up some tea or coffee and absolutely anything in between! Emily looks forward to meeting you and contributing to a memorable working relationship with TAG.

Outside of the office you will find Emily at her community theatre group rehearsing or performing in musical plays. She has a passion for singing and loves to perform but says, no matter how much her family nag her, she will not be auditioning for The Voice!

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